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Portfolio Process of Portfolio Management

Presentations | English

The portfolio management process is the process an investor takes to aid him in meeting his investment goals. It is an on-going way of managing a client's portfolio of assets. There are various components and sub-components of the process that ensure a portfolio is tailored to meet the client's investment objectives well within his constraints. Portfolio managers need to chart out specific strategies for portfolio management to maintain the risk-return trade-off. Portfolio management involves complex processes which are to be followed carefully and they are: Identification of objectives and constraints; Selection of the asset mix; Formulation of portfolio strategy; Security analysis; Portfolio execution; Portfolio revision; and Portfolio evaluation.

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Lumens

12.00

Lumens

PPTX (48 Slides)

Portfolio Process of Portfolio Management

Presentations | English